Using CA Clarity PPM with Open Workbench › How to Manage Projects from Open Workbench › Add Resources and Roles to Projects

Add Resources and Roles to Projects

You can add staff to your project by manually inserting a resource line item and entering the resource details directly in the resource detail pane of a view, such as the Gantt Chart view. To add a resource, right-click anywhere in the resource section and select Insert from the shortcut menu. You can also copy resources from another project you have open in Open Workbench and paste them into your project.

If you are using Open Workbench with CA Clarity PPM, you can add resources or roles to your project from:

• CA Clarity PPM. You can allocate a single role to the same project more than once. Accordingly, a role may appear more than once on the project staff in CA Clarity PPM. Each additional occurrence of the same role is appended by a number (for example, Programmer 1, Programmer 2, and Programmer 3), so that you can tell them apart.

  Note: See the Project Management User Guide for more information.

• Open Workbench. You can add resources and roles to a project by browsing from a list of available CA Clarity PPM resources. Use the Resources tab on the Project Properties dialog box to add resources to your project. When you add resources to your project, they are allocated at 100%. Global resources are those resources that are available to you to staff on projects when you are using Open Workbench with CA Clarity PPM. You can select a team of resources from a list of global resources and make them available to your project. The global list displays roles and resources to which you have booking rights.

Note: You can also add a resource to a project by creating a new resource in Open Workbench and then adding the resource to CA Clarity PPM.

To add resources or roles to a project using Open Workbench

1. Select File, Properties.

   The Description tab on the Project Properties dialog box opens.

2. Click the Resources tab.

   The Resources page opens.

3. Choose to view the Global Resource list by category or by role:
   • Roles. When viewing the list by role, all resources assigned a role are listed under their role. Resources not associated with a role are listed in the No Role folder.
   • Category. When viewing the list by category, all resources linked to a category are listed under their category. Resources not associated with a category are listed in the No Category folder.

   Note: If you are using Open Workbench with CA Clarity PPM and you have not defined resource categories in CA Clarity PPM, roles is selected and the list box is unavailable.

4. In the Global Resources grid, do one of the following:
   • To select a role, expand the role folder and select the role name.

     Note: To view a list of roles and resources linked to the role, click the "+" sign or double-click the role folder.

     Role icon

   • To select individual resources, expand the role folder and select the resource name.

     Resource icon

   You can sort the list by clicking the column heading.

5. Click Add.

   The selected resources or roles are added to the Team Resources grid and are allocated to the project.

6. Click OK.

   The Project Properties dialog box closes.

More information:

How to Manage Projects from Open Workbench